§ 13F · FUND PROFILE
Dundas Partners LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 50Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR SP ADR | 275K | $93M | 7.4% | −2% |
| 2 | AMAT | APPLIED MATERIALS INC | 263K | $90M | 7.2% | −4% |
| 3 | GOOG | ALPHABET INC CL C | 290K | $83M | 6.6% | −2% |
| 4 | APH | AMPHENOL CORP NEW | 528K | $67M | 5.3% | −1% |
| 5 | MSFT | MICROSOFT CORP | 179K | $66M | 5.3% | −2% |
| 6 | ADI | ANALOG DEVICES INC | 199K | $63M | 5.0% | −2% |
| 7 | V | VISA INC CLASS A SHARES | 194K | $59M | 4.7% | +9% |
| 8 | AXP | AMERICAN EXPRESS CO | 176K | $53M | 4.3% | −1% |
| 9 | ROST | ROSS STORES INC | 239K | $52M | 4.1% | −3% |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 97K | $48M | 3.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DUNDAS SIGNAL
AC read
Dundas Partners LLP is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed